Visionary RCM
Relationship Capital Management.
A CRM built for relationships, with automation and a referral exchange. Your network becomes an asset you can see, grow and put to work.
What it does
Organize. Automate. Exchange.
Three parts that turn a contact list into relationship capital.
Organize
Prioritize and tag contacts
Bring your contacts together in one place, then rank and tag them so the right relationships stand out.
Automate
Keep relationships moving
Automation handles the routine follow-up so you can focus on the people.
Exchange
Referral exchange
Trusted referrals move between members of the network, with Access-X matching people and opportunities.
Who it serves
People whose business runs on relationships.
- Founders and executives
- Advisors and family offices
- Investors and capital allocators
- Operators of their own networks
How it connects to Visionary
The system the network runs on.
Access-X runs inside RCM as its bulletin board and matching agent. Visionary Family Offices and Visionary Media use it to serve clients and audiences.
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